Week in Review – 11/28/2016
5 education changes we might see under President Trump During his campaign for president, Donald Trump took a strong stance on issues like immigration and foreign trade policy, but he didn’t say much...
View ArticleWeek in Review 12/05/2016
The Blue State Plan to Fix Retirement California, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work The last time millions of Americans were...
View ArticleWeek in Review 12/12/2016
Today’s longer life spans mean you may need to save more to make sure your retirement savings last. These four strategies can help. 1. Contribute as much as possible “For most people, the money you put...
View ArticleWeek in Review- 12/19/2016
It’s Time for Your 401(k)’s Annual Physical Here are five to-do items to keep your 401(k) on track in 2017: 1. Check the fees The more you pay in fees, the less money you have working for you. For...
View ArticleWeek in Review 12/28/2016
9 Ways to Save on Taxes in Retirement (3/9) 1. GIVE YOUR MONEY AWAY. While you probably won’t have to worry about the federal estate tax — unless, that is, you have more than $5.49 million to pass to...
View ArticleWeek in Review 01/03/2017
9 Ways to Save on Taxes in Retirement (6/9) 4. USING THE RMD TO TIME TAXES. If you’re taking required minimum distributions from one or more traditional IRAs, and if you don’t need that money to live...
View ArticleWeek in Review 01/09/2016
Rising Student Debt Among Seniors Threatens to Wreck Their Retirement (part 1) The CFPB reports that 60 and older is the fastest growing age segment with student debt, and nearly 40% of borrowers 65...
View ArticleWeek in Review – 01/16/2017
Do We Ever Really Know What to Expect From Rising Interest Rates? In December, the Federal Reserve raised the federal-funds lending rate by .25%, only the second increase in the past decade. Let’s...
View ArticleWeek in Review 01/24/2017
The Power of Income in Our Current Environment What does today’s market environment mean for income investors? Income remains a challenge. While the prospect of higher rates is positive for...
View ArticleWeek in Review – 01/30/2017
It’s officially tax season, but before you start tracking down receipts and filling in income boxes, there are a few changes from last year that you need to know about. Standard deduction The standard...
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